Solution Properties
Solution ID:
225924650095059
Last Modified Date:
Fri Jan 31 18:15:32 UTC 2025
Taxonomy Path:
Category//Transactions//Calculations
Author:
[email protected]
How do I set up Paid Time Off or Sick Pay to be front loaded?
Description

Please see your Consultant or Business Partner if you require assistance with this setup and workflow.

Cause
Resolution
[BCB:5:Third-party support:ECB]
  1. At the start of each year use a calculation frequency to generate the PTO balance on the first pay run of each year. On new employees during the year, enter their first check when eligible with the balance for the accrual. This option can be used if you have an existing paid time off or sick pay and some employees are front loaded while others are not.
  1. In Payroll open Setup > Employees
  2. on the right Pays
  3. change the Calculation Method to Flat Amount
  4. In Amount type the front loaded amount
  5. Select a Calculation Frequency of Annually.
  6. Set a limit and limit period.   Enter the units you want front loaded.  Select an appropriate limit period, ie Year to date.
  7. Accept Line at the bottom Left
  8. Accept Table at the bottom Left
  9. Save the employee Setup

 

DocLink: How can I add employee vacation/sick pay balances to my Payroll check stubs?
DocLink: How do I set up an Other pay that retrieves a rate of pay?
DocLink: How do I reduce or increase the vacation or sick accrual totals in Payroll?

Steps to duplicate
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